CMC Financial Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,464
| Closed | -$420K | – | 24 |
|
|
2022
Q4 | $420K | Hold |
4,464
| – | – | 0.67% | 16 |
|
|
2022
Q3 | $399K | Hold |
4,464
| – | – | 0.94% | 14 |
|
|
2022
Q2 | $449K | Hold |
4,464
| – | – | 0.76% | 15 |
|
|
2022
Q1 | $451K | Hold |
4,464
| – | – | 0.5% | 25 |
|
|
2021
Q4 | $433K | Hold |
4,464
| – | – | 0.23% | 23 |
|
|
2021
Q3 | $394K | Hold |
4,464
| – | – | 0.23% | 21 |
|
|
2021
Q2 | $397K | Hold |
4,464
| – | – | 0.23% | 23 |
|
|
2021
Q1 | $418K | Hold |
4,464
| – | – | 0.25% | 22 |
|
|
2020
Q4 | $411K | Hold |
4,464
| – | – | 0.32% | 20 |
|
|
2020
Q3 | $433K | Hold |
4,464
| – | – | 0.42% | 18 |
|
|
2020
Q2 | $391K | Hold |
4,464
| – | – | 0.29% | 19 |
|
|
2020
Q1 | $393K | Hold |
4,464
| – | – | 1.71% | 12 |
|
|
2019
Q4 | $412K | Hold |
4,464
| – | – | 0.35% | 30 |
|
|
2019
Q3 | $425K | Hold |
4,464
| – | – | 0.56% | 22 |
|
|
2019
Q2 | $372K | Hold |
4,464
| – | – | 0.48% | 27 |
|
|
2019
Q1 | $353K | Buy |
+4,464
| New | +$353K | 0.33% | 26 |
|